We are live on ! Find out more
ESGD icon

iShares ESG Aware MSCI EAFE ETF
ESGD

574 hedge funds and large institutions have $6.58B invested in iShares ESG Aware MSCI EAFE ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 232 increasing their positions, 181 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 32

28% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 181

11% more funds holding in top 10

Funds holding in top 10: 19 → 21 (+2)

1% more capital invested

Capital invested by funds: $6.51B → $6.58B (+$67M)

0% less funds holding

Funds holding: 576 → 574 (-2)

4.52% less ownership

Funds ownership: 85.31% → 80.78% (-4.5%)

Holders
574
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
8.27%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.3%
New
43
Increased
232
Reduced
181
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EI
Ellevest Inc
New York
+$50.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$29M
3
Northern Trust
Northern Trust
Illinois
+$27.8M
4
Bank of America
Bank of America
North Carolina
+$19.1M
5
Betterment LLC
Betterment LLC
New York
+$13.6M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$354M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$50.2M
3
BlackRock
BlackRock
New York
-$31.5M
4
Jane Street
Jane Street
New York
-$23.2M
5
Empower Advisory Group
Empower Advisory Group
Colorado
-$14.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$45.9M +$309K +4,035 +0.7%
M&T Bank
27
M&T Bank
New York
$43.3M +$2.78M +36,272 +7%
Creative Planning
28
Creative Planning
Kansas
$40.7M +$118K +1,543 +0.3%
SEI Investments
29
SEI Investments
Pennsylvania
$38.4M -$2.34M -30,568 -6%
FT
30
Fiduciary Trust
Massachusetts
$36.7M +$1.29M +16,811 +4%
LPL Financial
31
LPL Financial
California
$36.4M +$1.3M +16,989 +4%
DADC
32
D.A. Davidson & Co
Montana
$32.5M +$80.5K +1,051 +0.3%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$31.3M +$1.41M +18,355 +5%
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$30M -$4.8M -62,700 -14%
EWA
35
EP Wealth Advisors
California
$29.9M -$720K -9,403 -2%
MWM
36
Mission Wealth Management
California
$29.6M +$3.94M +51,437 +16%
I
37
IMPACTfolio
Colorado
$28.9M -$1.31M -17,160 -5%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$28.7M +$3.93M +51,270 +17%
Corient Private Wealth
39
Corient Private Wealth
Florida
$26.6M -$1.74M -22,744 -6%
FNWM
40
Financial Network Wealth Management
Utah
$25.6M +$12M +157,033 +96%
EWM
41
Empirical Wealth Management
Washington
$25.4M +$1.02M +13,263 +4%
CFG
42
Citizens Financial Group
Rhode Island
$24.5M -$641K -8,366 -3%
HCM
43
Howland Capital Management
Massachusetts
$22.7M -$1.72M -22,509 -7%
AG
44
AlTi Global
New York
$21.7M -$2.71M -35,415 -12%
HNW
45
High Note Wealth
Minnesota
$21.7M +$2.34M +30,604 +13%
LSAG
46
Lake Street Advisors Group
New Hampshire
$19.8M -$1.51M -19,716 -7%
KeyBank National Association
47
KeyBank National Association
Ohio
$19.4M +$689K +8,999 +4%
AIA
48
Ally Invest Advisors
North Carolina
$19M +$353K +4,606 +2%
MD
49
Money Design
Japan
$18.9M -$140K -1,833 -0.8%
MML Investors Services
50
MML Investors Services
Massachusetts
$18M +$25.1K +328 +0.1%
1
2
3 4 5

ESGD Hedge Fund Activity: Q1 2024 in Review

574 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI EAFE ETF (ESGD) for Q1 2024, worth a combined $6.58B — up 1% from $6.51B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ESGD positions and 32 closed out — a net gain of 11 holders — while 232 added to existing stakes and 181 trimmed.

The largest buyer was Ellevest Inc, adding an estimated $50.7M. The largest seller was Morgan Stanley, cutting an estimated $354M.

  • 574 institutional investors held iShares ESG Aware MSCI EAFE ETF (ESGD) as of Q1 2024, down from 576 in Q4 2023.
  • Funds reported $6.58B of iShares ESG Aware MSCI EAFE ETF stock for Q1 2024, up 1% quarter-over-quarter.
  • 43 funds opened new iShares ESG Aware MSCI EAFE ETF positions in Q1 2024 and 32 closed out, a net change of +11 holders.
  • The largest iShares ESG Aware MSCI EAFE ETF buyer in Q1 2024 was Ellevest Inc, an estimated $50.7M added.
  • The largest iShares ESG Aware MSCI EAFE ETF seller in Q1 2024 was Morgan Stanley, an estimated $354M sold.

Based on aggregated 13F filings for Q1 2024.